See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $41,013 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,696 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,193 | $96,484+21.5% | $156,263-25.0% | $74,304+57.7% |
| Participation rate | 94.1% | 67.7%+26.4pp | 78.9%+15.2pp | 60.3%+33.7pp |
| Annual return | 13.73% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $3,854 | $2,528+52.4% | $4,333-11.1% | $2,241+71.9% |
| Participant deferral / active EE | $8,982 | $4,286+109.6% | $6,158+45.8% | $3,767+138.4% |
| Admin fee / account holder | $462 | $3,728-87.6% | $14,255-96.8% | $2,969-84.4% |